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Session Id :
Small and medium business | Business Central, N...
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Contact Change Role

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Posted on by 50

Hello

This is my first question in this forum. What is the best practice in case a person change company in order. I did different interaction (registered) in business central. If I move him to another company i lost the name in the old interaction.The best way is to create a double contact. is it correct?

I have the same question (0)
  • JAngle Profile Picture
    133 on at

    Can you rephrase the question please. Not understanding the issue with the current description.

  • P.Orlando Profile Picture
    50 on at

    Ok sorry.

    Example:

    Bob works for company A. I create the contact in the central business database. I also write interactions: emails, phone calls etc.

    Bob changes company, now are working for thecompany B. I can either create a copy of Bob in the database (and thus have a duplicate in the contacts) or move him from A or B in the database. Is it right?

    But If I move it though, I have seen the interactions change: I no longer see Bob's name in the contact interaction (business central sure not see the contact because i move it). So it seems like the best method is to create a copy of the contact. How do you do it?

  • Verified answer
    Benjamin M Profile Picture
    90 on at

    Hi Patrick,

    In my opinion, it's better to create a new contact record when someone change company:

    - Keeping history of contacts (as you mentioned)

    - When someone starts an employment at another company the contact details can change (mail, phone, ...)

    - Sometimes it's useful to know who was employed at another company before for several reasons

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